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    Edit a Drop Down

    Editing a Drop Down means that you can change the values that appear in a particular drop down either by editing the value, adding a new value or archiving an existing value. Archiving an existing value means that the value will appear in all historical records where the value is selected but it will no longer appear in new records.

    Quick Steps Example: Editing an Existing Value in a Drop Down

    1. Open the System Functions module by selecting the System Functions wrench in the main menu.
    2. On the horizontal menu select Set-Up, then select Edit Forms.
    3. In the Recording Form drop down, select the Recording Form where the drop down appears.
    4. In the Section drop down, select the Section where the field appears.
    5. Find the field that has the drop down you wish to edit. Select the Edit Drop Down link.
    6. Find the value you wish to edit and make the desired modifications.
    7. Select the Save button.

    Quick Steps Example: Adding a New Value to a Drop Down

    1. Open the System Functions module by selecting the System Functions wrench in the main menu.
    2. On the horizontal menu select Set-Up, then select Edit Forms.
    3. In the Recording Form drop down, select the Recording Form where the drop down appears.
    4. In the Section drop down, select the Section where the field appears.
    5. Find the field that has the drop down you wish to edit. Select the Edit Drop Down link.
    6. Select the Add button.
    7. Enter the new value in the blank field
    8. Select the Save button.

    Quick Steps Example: Archiving a Value in a Drop Down

    1. Open the System Functions module by selecting the System Functions wrench in the main menu.
    2. On the horizontal menu select Set-Up, then select Edit Forms.
    3. In the Recording Form drop down, select the Recording Form where the drop down appears.
    4. In the Section drop down, select the Section where the field appears.
    5. Find the field that has the drop down you wish to edit. Select the Edit Drop Down link.
    6. Find the value you wish to archive. Change the status from Available to Archived.
    7. Select the Save button.
    8. The value will no longer appear on any new records. The value will still appear on any historical records where it was selected.